HCM Defender 500 Index ETFLGHETF
13F holders, Q1 2026 (March 31)45holders −2
5new positions
8sold out
$44.94avg. 13F price*
At the end of Q1 2026, 45 institutions reported holding HCM Defender 500 Index ETF (LGH) in their 13F filings, down 2 from Q4 2025. 5 opened new positions and 8 sold out. The largest holders were Howard Capital Management, LLC ($230.8M), Envestnet Asset Management Inc. ($44.7M) and Cetera Investment Advisers ($33.2M).
- Company
- HCM Defender 500 Index ETF
- Filed as
- NORTHERN LTS FD TR III (Q1 2026)
- CUSIP
- 66538R730
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $3.0M |
| Exits | 8 | $2.7M |
All 13F filers, Q4 2025 → Q1 2026: 358,147 shares bought and 905,596 shares sold, net −547,449 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 45 holders
| Howard Capital Management, LLC | 3.77% | Reduce -1.2% | 6,107,282 | $230.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +3.6% | 783,936 | $44.7M |
| Cetera Investment Advisers | 0.04% | Reduce -0.9% | 583,494 | $33.2M |
| Wealth Watch Advisors, INC | 8.11% | Add +3.3% | 339,788 | $19.4M |
| Orion Porfolio Solutions, LLC | 0.13% | Reduce -51.0% | 276,621 | $15.8M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -2.1% | 255,789 | $14.6M |
| Aegis Wealth Management, Inc. | 11.24% | Add +5.9% | 251,057 | $14.3M |
| LPL Financial LLC | 0.00% | Add +63.8% | 179,840 | $10.2M |
| Discipline Wealth Solutions, LLC | 1.08% | Add +181.0% | 179,545 | $10.2M |
| Lifestyle Asset Management, Inc. | 2.19% | Add +38.8% | 117,464 | $6.7M |
| Optivise Advisory Services LLC | 3.73% | Reduce -3.0% | 108,137 | $6.2M |
| HighPoint Advisor Group LLC | 0.14% | Reduce -21.7% | 60,256 | $3.4M |
| J2 Capital Management Inc | 2.31% | Reduce -45.3% | 59,226 | $3.4M |
| NewEdge Advisors, LLC | 0.01% | Add +112.2% | 45,995 | $2.6M |
| Simplicity Wealth,LLC | 0.15% | Reduce -0.3% | 45,433 | $2.6M |
| J.W. Cole Advisors, Inc. | 0.08% | Reduce -89.6% | 41,839 | $2.4M |
| GTS Securities LLC | 0.07% | Reduce -56.8% | 35,939 | $2.0M |
| IFP Advisors, Inc | 0.03% | Add +1.1% | 26,548 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | New | 26,530 | $1.5M |
| Foundations Investment Advisors, LLC | 0.02% | Reduce -2.1% | 25,725 | $1.5M |
| Panoramic Investment Advisors, LLC | 0.77% | Reduce -7.3% | 25,046 | $1.4M |
| Brookstone Capital Management | 0.02% | Reduce -6.3% | 24,805 | $1.4M |
| Brooklyn Investment Group | 0.03% | No change | 19,153 | $1.1M |
| Fiduciary Alliance LLC | 0.04% | Reduce -33.3% | 10,739 | $634K |
| Integrated Wealth Concepts LLC | 0.00% | New | 9,425 | $537K |
| Jane Street Group, LLC | 0.00% | Add +78.4% | 7,986 | $455K |
| McKinney Capital Management, LLC | 0.36% | — | 7,345 | $418K |
| Integrity Alliance, Llc. | 0.02% | Reduce -25.9% | 7,255 | $413K |
| Raymond James Financial Inc. | 0.00% | Add +47.0% | 7,176 | $409K |
| Mariner, LLC | 0.00% | No change | 7,102 | $405K |
| GDS Wealth Management | 0.02% | New | 6,996 | $398K |
| Truist Financial Corp. | 0.00% | No change | 6,679 | $380K |
| VestGen Advisors, LLC | 0.01% | New | 5,554 | $350K |
| Atria Investments, Inc | 0.00% | Add +49.0% | 6,120 | $349K |
| VestGen Investment Management | 0.19% | Reduce -1.6% | 6,008 | $342K |
| Bison Wealth, LLC | 0.03% | Add +25.1% | 5,211 | $332K |
| Absolute Capital Management, LLC | 0.10% | Add +2.7% | 5,252 | $299K |
| Keybank National Association | 0.00% | New | 4,393 | $250K |
| Osaic Holdings, Inc. | 0.00% | Add +29.9% | 3,731 | $213K |
| Morgan Stanley | 0.00% | No change | 1,145 | $65K |
| Creative Financial Designs Inc. | 0.00% | Add +14.7% | 1,130 | $64K |
| UBS Group AG | 0.00% | Reduce -29.6% | 857 | $49K |
| Assetmark, Inc. | 0.00% | Reduce -28.6% | 408 | $23K |
| Spire Wealth Management | 0.00% | No change | 200 | $11K |
| JPMorgan Chase & Co. | 0.00% | No change | 1 | $56 |
"% of holder's portfolio" is LGH's weight in each manager's 13F, not the share of HCM Defender 500 Index ETF the manager owns.